Stock Market bubble - will crash

[easilyscan 1,012]

39 minutes ago, nobody said:

Market cap at 400 billion on like 4.4 billion of revenue? P/E of 400...no thanks

Agree. Even though I own it & believe in the company long-term, I think Tesla is obscenely overvalued at this point. 

Year over a year earnings per share down 73% 71% 17% & 37% over the past 4 quarters & it keeps going up. TTM EPS of $1.45 = a trailing PE ratio of 308

And today shareholders voted in favor of a $1 trillion contract for Elon ?

I've never owned META, wish I did, but this past spring, when the market was cratering, I kept buying Google because I figured that was the most reasonably priced of the Mag seven. So far so good but I know things can change quickly. 

[nobody 2,881]

At least with TSLA there is the lingering robotics market.  If that ever comes to fruition, that's a multi-trillion dollar TAM until China reverse engineers the tech and undercuts the market.

What they really should invest in is security hardening their tech against reverse engineering.

But I'll never own TSLA again since I don't trust Elon to not fock retail investors over if it suits his interest.  he sees us as NPCs in his simulation and all.

[Gepetto 1,454]

This is old news and you probably have seen it already but I'll post it here anyway, regarding Tesla stock back in March 2025. 

https://www.businessinsider.com/tesla-stock-price-decline-retail-investors-tsla-insider-sales-jpmorgan-2025-3#:~:text=According to Wu%2C the trading,stock%2C'" Musk added.

[easilyscan 1,012]

11 minutes ago, Gepetto said:

This is old news and you probably have seen it already but I'll post it here anyway, regarding Tesla stock back in March 2025. 

https://www.businessinsider.com/tesla-stock-price-decline-retail-investors-tsla-insider-sales-jpmorgan-2025-3#:~:text=According to Wu%2C the trading,stock%2C'" Musk added.

Makes sense that it's the retail fanboys doing all the buying. 

[nobody 2,881]

One thing about palantir.  I'm sure a bunch of the SW they do is classified, but if they can solve what I call the Connected Battlespace, the market for that is quite large.

What I mean is I think there is a huge demand for real time situational awareness on the battlefield, and with the proliferation of drones in warfare, the need to coordinate and deploy large numbers of diverse units in an efficient manner is a problem that a company like palantir can solve.

Then if you get really good, there is the sensor fusion piece where you can combine data from diverse units and create a web of surveillance that would give a warfighter a huge advantage given that the guys who spot the other team first usually win.